Advisor Campaigns & Engagement Lead

Sun Life; Philippines; On-site; PHP 520,000 - 780,000; Full time

Benefits offered by this job

Job summary

Sun Life Philippines is seeking a Distribution Support professional to drive advisor engagement and sales performance through campaigns and events. You will manage end-to-end program execution, coordinating with Agency Distribution, field teams, Marketing, Analytics and Compliance.

The role emphasizes strong Excel/PowerPoint skills, Canva design capability, and meticulous project management while delivering timely reports and maintaining excellent stakeholder communication.

Qualifications

• Bachelor's degree in Marketing, Business Administration, Communications, Sales, or a related field.
• At least 2 years of relevant experience, preferably in insurance, financial services, sales, marketing, agency engagement, or event management.
• Experience in campaign or program execution and coordinating multiple stakeholders.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Proficiency in Canva or similar design tools.
• Strong organizational and project management skills with excellent attention to detail.
• Comfortable working with data, reports, and performance trackers.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deliver within tight timelines.

Responsibilities

• Campaign & Program Execution: Execute end-to-end advisor campaigns and engagement programs, including initiatives, recognition programs, and sales-driving campaigns.
• Manage campaign timelines, deliverables, communications, and stakeholder requirements. Develop and deploy advisor materials such as emails, art cards, presentations, FAQs, and program guides.
• Track campaign participation and deliverables, ensuring timely and compliant execution.
• Data & Performance Monitoring: Monitor campaign, advisor participation, and production data to track performance against targets.
• Maintain accurate campaign trackers and databases.
• Prepare regular reports and dashboards highlighting progress, key metrics, gaps, and opportunities.
• Work with Analytics and Agency Distribution teams to validate data and provide actionable insights.
• Events & Advisor Engagement: Coordinate logistics and execution of sales events, advisor sessions, recognition activities, and campaign-related events.
• Manage registrations, communications, materials, suppliers, and other operational requirements.
• Ensure a seamless advisor experience before, during, and after each activity.
• Support post-event evaluation and documentation of results and learnings.
• Stakeholder & Communications Management: Coordinate with Agency Distribution, field teams, Marketing, Compliance, Analytics, and other support functions to ensure alignment and timely delivery.
• Communicate campaign requirements, updates, timelines, and results clearly to stakeholders.
• Ensure all communications and materials adhere to Sun Life brand and regulatory requirements.

Skills

Campaign execution

Stakeholder management

Data analysis

Communication

Project management

Attention to detail

Multitasking

Time management

Event coordination

Education

Bachelor's degree in Marketing, Business Administration, Communications, Sales, or a related field

Tools

Microsoft Excel

PowerPoint

Canva

Job description

Sun Life Philippines is seeking a Distribution Support professional to drive advisor engagement and sales performance through campaigns and events. You will manage end-to-end program execution, coordinating with Agency Distribution, field teams, Marketing, Analytics and Compliance.

The role emphasizes strong Excel/PowerPoint skills, Canva design capability, and meticulous project management while delivering timely reports and maintaining excellent stakeholder communication.